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ZM

Zechariah Marotzke

RICHMARK PRIVATE WEALTH MANAGEMENT
FRANKENMUTH, MI 48734
CRD#: 8052315
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ZM
Zechariah MarotzkeRICHMARK PRIVATE WEALTH MANAGEMENT

Professional summary

Zechariah Marotzke is a registered financial advisor currently at RICHMARK PRIVATE WEALTH MANAGEMENT located in Frankenmuth, Michigan.

Zechariah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Zechariah has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zechariah Marotzke's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 3, 2025 - Present

RICHMARK PRIVATE WEALTH MANAGEMENT

Office #1: 516 South Main Street Suite C, Frankenmuth, MI 48734
RIA
CRD#: 290854
FRANKENMUTH, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(3/3/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/24/2025
Uniform Investment Adviser Law Examination

Current Firm

RP
RICHMARK PRIVATE WEALTH MANAGEMENT
PHYSICIANS FINANCIAL DESIGN | RICHMARK PRIVATE WEALTH MANAGEMENT, LLC | RICHMARK PRIVATE WEALTH MANAGEMENT

CRD#: 290854 / SEC#:

Illinois
Registered Investment Advisory firm - (12/8/2022 Approved)
Michigan
Registered Investment Advisory firm - (6/19/2018 Approved)
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Contact information

Main Address
516 South Main Street Suite C, Frankenmuth, MI 48734
Mailing Address
Phone number
(989) 652-2056
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts424
AUM (Assets Under Management)$ 52,740,210

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RICHMARK PRIVATE WEALTH MANAGEMENT

CRD#: 290854Frankenmuth, MI 48734

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